-99.6%
CYCU vs LPLA
-6.0%
-93.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +14.2% | -1.5% | +15.7% | +15.3% |
| 30D | -33.4% | -6.0% | -27.4% | -30.8% |
| 3M | -44.6% | +21.4% | -66.0% | -50.6% |
| 6M | -73.6% | +12.1% | -85.7% | -75.4% |
| YTD | -84.3% | -1.8% | -82.5% | -84.3% |
| 1Y | -92.9% | +3.2% | -96.1% | -93.1% |
| All | -99.6% | -6.0% | -93.6% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling